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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
8351Deroy & Devereaux Private Investment Counsel IncMI$2.09M173+1.5%
8352Cooper Creek Partners Management LLCNY$2.08M93-1.5%
8353Pinegrove Venture Partners, LLCCA$2.07M5-25.6%
8354Reynders Mcveigh Capital Management, LLCMA$1.98M195-7.0%
8355Foster & Motley IncOH$1.94M395+3.4%
8356Sun Life Financial IncOntario$1.76M45-7.6%
8357Evensky & Katz LLCFL$1.76M72-0.8%
8358Summit Global InvestmentsUT$1.69M483+0.2%
8359Wesleyan Assurance SocietyUnited Kingdom$1.69M106-2.2%
8360Thoroughbred Financial Services, LLCTN$1.67M574-0.8%
8361Praxis Investment Management IncIN$1.64M789-2.9%
8362Unc Management Company, Inc.NC$1.64M5+48.3%
8363Milestone Resources Group LtdUnited Arab Emirates$1.64M9-19.9%
8364Nwi Management LPNY$1.63M48-0.1%
8365S&Co IncMA$1.61M218+0.1%
8366Gsa Capital Partners LLPUnited Kingdom$1.61M1,664+38.5%
8367Dai-Ichi Life International Holdings LLCJapan$1.52M5—
8368Boston Family Office LLCMA$1.50M310-4.7%
8369Rheos Capital Works Inc.Japan$1.50M73-4.0%
8370Dc Funds, LPVA$1.49M3+2.3%
8371Hpc Germany Gmbh & Co. KgGermany$1.48M1-23.3%
8372M Holdings Securities, Inc.OR$1.48M289+5.9%
8373Appleton Partners Inc/MaMA$1.43M262-5.6%
8374Philadelphia Trust CoPA$1.42M265-2.3%
8375Premier Fund Managers LtdUnited Kingdom$1.41M166-18.6%
8376Cohalo Advisory LLCWA$1.41M13+4.7%
8377Acuitas Investments, LLCWA$1.41M9+183.8%
8378Factorial Management LtdHong Kong$1.40M1-31.9%
8379Vestor Capital, LLCIL$1.38M276-4.7%
8380Neville Rodie & Shaw IncNY$1.38M245-2.8%
8381Main Management LLCCA$1.37M102-1.1%
8382Kentucky Retirement SystemsKY$1.37M499-100.0%
8383Creekmur Asset Management LLCIL$1.33M5-99.8%
8384Payden & RygelCA$1.28M113-10.6%
8385Qv Investors Inc.Alberta$1.24M65+1.1%
8386Harbor Capital Advisors, Inc.IL$1.23M1,211-4.1%
8387Baskin Financial Services Inc.Ontario$1.22M53-8.1%
8388Gillson Capital LPIL$1.22M69-20.2%
8389Slatestone Wealth, LLCFL$1.21M291+1.5%
8390Fountainvest China Capital Partners Gp3 Ltd.Cayman Islands$1.20M2-13.6%
8391Jtc Employer Solutions Trustee LtdJersey$1.20M308-18.8%
8392Main Management Fund Advisors LLCCA$1.19M6+8.6%
8393Amica Mutual Insurance CoRI$1.16M144+1.2%
8394Symetra Investment Management CoCT$1.15M6+103.2%
8395Hikari Power LtdJapan$1.15M51-9.6%
8396Parkwood LLCOH$1.13M85-4.2%
8397Lvm Capital Management Ltd/MiMI$1.06M160-1.5%
8398Jacobs & Co/CaCA$1.01M124-4.4%
8399Euro Pacific Asset Management, LLCPR$1.01M96+12.0%
8400Sentinel Trust Co LbaTX$1.01M135-0.9%

Showing 8,351–8,400 of 8,643

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